EWA
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EverSource Wealth Advisors’s Western Digital WDC Stock Holding History

EverSource Wealth Advisors’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Sell
6,586
-1,962
-23% -$954K 0.14% 135
2026
Q1 		$2.31M Buy
8,548
+1,443
+20% +$377K 0.07% 199
2025
Q4 		$1.22M Buy
7,105
+942
+15% +$143K 0.05% 290
2025
Q3 		$740K Buy
6,163
+986
+19% +$80.6K 0.03% 383
2025
Q2 		$331K Buy
5,177
+1,963
+61% +$93.5K 0.02% 628
2025
Q1 		$130K Buy
3,214
+14
+0.4% +$664 0.01% 817
2024
Q4 		$144K Buy
3,200
+92
+3% +$4.63K 0.01% 791
2024
Q3 		$160K Sell
3,108
-723
-19% -$36.5K 0.01% 629
2024
Q2 		$194K Buy
3,831
+1,685
+79% +$93.5K 0.01% 569
2024
Q1 		$115K Sell
2,146
-103
-5% -$4.51K 0.01% 659
2023
Q4 		$89K Hold
2,249
– – 0.01% 679
2023
Q3 		$77.6K Hold
2,249
– – 0.01% 659
2023
Q2 		$64.5K Sell
2,249
-1,052
-32% -$29.3K 0.01% 735
2023
Q1 		$94K Buy
3,301
+589
+22% +$17.3K 0.01% 557
2022
Q4 		$64.7K Buy
2,712
+2,052
+311% +$54.1K 0.01% 644
2022
Q3 		$17K Buy
660
+447
+210% +$14.8K ﹤0.01% 970
2022
Q2 		$7K Sell
213
-25
-11% -$1K ﹤0.01% 1173
2022
Q1 		$9K Sell
238
-138
-37% -$5.67K ﹤0.01% 1043
2021
Q4 		$18K Buy
+376
New +$16.3K 0.01% 739

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's WDC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Western Digital (WDC) stake by 23% in Q2 2026, selling an estimated $954K and leaving 6,586 shares worth $4.21M. The position accounts for 0.14% of the portfolio, ranked #135.

EverSource Wealth Advisors first reported a position in WDC in Q4 2021 and has held it in 19 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • EverSource Wealth Advisors held 6,586 shares of Western Digital worth $4.21M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,962 Western Digital shares in Q2 2026, an estimated $954K.
  • Western Digital made up 0.14% of EverSource Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • EverSource Wealth Advisors first reported a position in Western Digital in Q4 2021 and has held it in 19 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.